Civic Intelligence

Arena Summit

990 • Fiscal year 2022 • EIN 81-5171259

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

611 Pennsylvania Ave SE 143Washington, DC 20003

(202) 552-0221

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

38th percentile

0.01x

Higher debt load relative to assets than 38% of similar nonprofits.

2022 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

35th percentile

0.01x

Higher debt load relative to revenue than 35% of similar nonprofits.

2022 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2022

Net Margin

61st percentile

15%

Higher net margin than 61% of similar nonprofits.

2022 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

95th percentile

$271,017

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 18.3% of source-year revenue.

2022 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2022

Asset Growth

80th percentile

18%

Faster asset growth than 80% of similar nonprofits.

2022 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

44th percentile

1.2%

Faster revenue growth than 44% of similar nonprofits.

2022 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Up

$1,479,179

Up $223,261 (+18%) from 2021

Net Assets

Up

$1,467,292

Up $220,437 (+18%) from 2021

Liabilities

Up

$11,887

Up $2,824 (+31%) from 2021

Revenue

Up

$1,480,803

Up $17,597 (+1.2%) from 2021

Expenses

Up

$1,258,919

Up $734,739 (+140%) from 2021

Net Income

Down

$221,884

Down $717,142 (-76%) from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0-$500KAssets 2017: $214,077Liabilities 2017: $0Net Assets 2017: $214,0772017Assets 2018: $214,077Liabilities 2018: $0Net Assets 2018: $214,0772018Assets 2019: $470,636Liabilities 2019: $86Net Assets 2019: $470,5502019Assets 2020: $305,749Liabilities 2020: -$2,080Net Assets 2020: $307,8292020Assets 2021: $1,255,918Liabilities 2021: $9,063Net Assets 2021: $1,246,8552021Assets 2022: $1,479,179Liabilities 2022: $11,887Net Assets 2022: $1,467,2922022Assets 2023: $1,186,973Liabilities 2023: $14,170Net Assets 2023: $1,172,8032023Assets 2024: $115,987Liabilities 2024: $15,593Net Assets 2024: $100,3942024

Highlighted filing

2022

Assets$1,479,179
Liabilities$11,887
Net Assets$1,467,292

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2017: $776,846Expenses 2017: $562,769Net Income 2017: $214,0772017Revenue 2018: $776,846Expenses 2018: $562,769Net Income 2018: $214,0772018Revenue 2019: $818,174Expenses 2019: $627,593Net Income 2019: $190,5812019Revenue 2020: $737,102Expenses 2020: $899,823Net Income 2020: -$162,7212020Revenue 2021: $1,463,206Expenses 2021: $524,180Net Income 2021: $939,0262021Revenue 2022: $1,480,803Expenses 2022: $1,258,919Net Income 2022: $221,8842022Revenue 2023: $1,067,421Expenses 2023: $1,366,222Net Income 2023: -$298,8012023Revenue 2024: $712,926Expenses 2024: $1,785,335Net Income 2024: -$1,072,4092024

Highlighted filing

2022

Revenue$1,480,803
Expenses$1,258,919
Net Income$221,884
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$1,515,659
Mission and Program Overview

Mission

We convene, train, and support the next generation of civic leaders.

Balance Sheet Detail
LineBeginningEndChange
Assets
Prepaid Expenses and Deferred Charges$434,977$875,890▲ $440,913
Cash and Non-Interest-Bearing Accounts$799,331$548,227▼ $251,104
Savings and Temporary Cash Investments$20,163$55,062▲ $34,899
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,254,471$1,479,179▲ $224,708
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$5,782$6,266▲ $484
Other Liabilities$3,281$5,621▲ $2,340
Total Liabilities$9,063$11,887▲ $2,824
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,245,408$1,467,292▲ $221,884
Total Net Assets Fund Balance$1,245,408$1,467,292▲ $221,884
Total Liabilities and Net Assets / Fund Balance$1,254,471$1,479,179▲ $224,708
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lauren BaerManaging PartnerPT$253,619$17,398$271,017
Rebecca IsraelDirector of DevelomentPT$156,117$15,971$172,088
Santiago MartinezPartnerPT$161,897$7,466$169,363
Debra CohenPartnerPT$154,050$12,291$166,341
Heather SchmuckerDirector of TalentPT$102,700$13,274$115,974

Board Members and Trustees

NameTitle
Kate CatherallPresident
Meera MartiDirector
Swati MylavarapuDirector
Liz SimonSecretary
Ravi GuptaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,480,782
Program Service Revenue
$0
Investment Income
$21
Other Revenue
$0
All Other Contributions
$1,480,782
Change in Net Assets
$221,884

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$34,856Fair Market Value (FMV) on Date Received
Total Noncash Contributions1$34,856-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$895,303
Other Expenses$363,256
Total Fundraising Expense$214,572
Grants and Similar Amounts Paid$360
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$479,840$115,902$174,777$770,519
Conferences and Meetings$153,801$800$1,221$155,822
Fees for Services Accounting-$74,731-$74,731
Payroll Taxes$33,769$12,211$11,424$57,404
Fees for Services Other$50,875$3,881-$54,756
Other Employee Benefits$30,907$-280$11,160$41,787
Travel$14,566$9,298$8,448$32,312
Pension Plan Contributions$16,199$3,374$6,020$25,593
Information Technology$953$18,730-$19,683
Fees for Services Legal-$9,609-$9,609
Office Expenses$962$3,784$11$4,757
Fees for Services Management$2,500$1,157-$3,657
Occupancy$55$390-$445
Grants to Domestic Orgs$360--$360
Other Expenses$5,321$202$62$264
Advertising$125--$125
All Other Expenses-$50-$50
Insurance-$-2,166-$-2,166
Total Functional Expenses$790,233$254,114$214,572$1,258,919
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
Yes
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$351,111
Section 527 Activity Spending$351,111
Total Exempt Function Spending$351,111
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$5,621
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Form 990 is provided to the board of directors and legal counsel for review prior to filing.

Form 990, Part VI, Section B, Line 12C

Annual inquiry is made of each board member, officer, and key employee.

Form 990, Part VI, Section B, Line 15A

The independent Directors reviewed GuideStar compensation survey data for similar positions in similarly sized organizations.

Form 990, Part VI, Section C, Line 19

The Arena's governing documents and conflict of interest policy are included in its 1024-A application for tax-exemption, which is publicly available upon request.

Filing and Contact Details

Filer

Filer Name
Arena Summit
EIN
81-5171259
Address
611 Pennsylvania Ave SE 143, Washington, DC 20003

Signing Officer

Name
Kate Catherall
Title
President
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kate Catherall
Formed
2017
Legal Domicile
Dc
Voting Board Members
5
Independent Board Members
5
Employees
11
Volunteers
40

Preparer

Firm
MBA Consulting Group
Address
611 Pennsylvania Ave SE Num 143, Washington, DC 20003
Preparer
Steve Mele
Phone
2025520221
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IRS990/OtherExpensesGrp/Desc3Postage and Shipping
IRS990/OtherExpensesGrp/FundraisingAmt0261
IRS990/OtherExpensesGrp/FundraisingAmt11188
IRS990/OtherExpensesGrp/FundraisingAmt262
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02441
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1202
IRS990/OtherExpensesGrp/ProgramServicesAmt05321
IRS990/OtherExpensesGrp/TotalAmt05582
IRS990/OtherExpensesGrp/TotalAmt12441
IRS990/OtherExpensesGrp/TotalAmt21188
IRS990/OtherExpensesGrp/TotalAmt3264
IRS990/OtherLiabilitiesGrp/BOYAmt03281
IRS990/OtherLiabilitiesGrp/EOYAmt05621
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0174777
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0115902
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0479840
IRS990/OtherSalariesAndWagesGrp/TotalAmt0770519
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt011424
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012211
IRS990/PayrollTaxesGrp/ProgramServicesAmt033769
IRS990/PayrollTaxesGrp/TotalAmt057404
IRS990/PensionPlanContributionsGrp/FundraisingAmt06020
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03374
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt016199
IRS990/PensionPlanContributionsGrp/TotalAmt025593
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0true
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0434977
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0875890
IRS990/PrincipalOfficerNm0Kate Catherall
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01463206
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt065000
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0167827
IRS990/PYRevenuesLessExpensesAmt0939026
IRS990/PYSalariesCompEmpBnftPaidAmt0291353
IRS990/PYTotalExpensesAmt0524180
IRS990/PYTotalRevenueAmt01463206
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0221884
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt020163
IRS990/SavingsAndTempCashInvstGrp/EOYAmt055062
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleC/Expended527ActivitiesAmt0351111
IRS990ScheduleC/Form1120POLFiledInd0true
IRS990ScheduleC/PoliticalExpendituresAmt0351111
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0Political training activity.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I-A, Line 1 - Direct and Indirect Political Campaign Activities
IRS990ScheduleC/TotalExemptFunctionExpendAmt0351111
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05621
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Payroll Liabilities
IRS990ScheduleD/TotalLiabilityAmt05621
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0154050
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1253619
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2156117
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3161897
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt05392
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt19119
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt26180
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt36476
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt06899
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt18279
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt29791
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt3990
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Debra Cohen
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Lauren Baer
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2Rebecca Israel
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3Santiago Martinez
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Partner
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Managing Partner
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2Dir of Develoment
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3Partner
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0166341
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1271017
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2172088
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt3169363
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FMV on Date Received
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt034856
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is provided to the board of directors and legal counsel for review prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Annual inquiry is made of each board member, officer, and key employee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The independent Directors reviewed GuideStar compensation survey data for similar positions in similarly sized organizations.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Arena's governing documents and conflict of interest policy are included in its 1024-A application for tax-exemption, which is publicly available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0The Arena 527
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1The Arena PAC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0823276502
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1821384313
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0527
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1527
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Political Organization

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